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To: James Fulop who wrote (8075)2/18/2000 9:00:00 AM
From: cfoe  Respond to of 12623
 
Yes, thank you - that was the issue (pure optical vs. e-o-e). Gilder is definitely in the latter camp - has been pumping for it for a long time. In fact he is down on Cisco because they depend on the e-o-e model for so much of their revenue (the Cerent e-o-e product for example).

Anyway, would like to read the article you mention. Thanks in advance for looking for it.



To: James Fulop who wrote (8075)2/18/2000 9:06:00 AM
From: quidditch  Read Replies (1) | Respond to of 12623
 
Re: "pure" optical vs. o-e-o switching, this may be the article you were referring to James:

informationweek.com

This url, when read in conjunction with Gilder's piece on high noon at Cisco City (and the seven Sonet layers/cost and time factors in routing/switching, which might be reduced to three or four) gives a coherent picture of the metrics in pure vs. o-e-o, imho.

Steve


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